{"componentChunkName":"component---smooth-doc-smooth-doc-src-templates-doc-js","path":"/docs/report-templates/working-with-reports/","result":{"data":{"mdx":{"fields":{"pageType":"doc","title":"Working With Reports","editLink":""},"body":"var _excluded = [\"components\"];\nfunction _extends() { return _extends = Object.assign ? Object.assign.bind() : function (n) { for (var e = 1; e < arguments.length; e++) { var t = arguments[e]; for (var r in t) ({}).hasOwnProperty.call(t, r) && (n[r] = t[r]); } return n; }, _extends.apply(null, arguments); }\nfunction _objectWithoutProperties(e, t) { if (null == e) return {}; var o, r, i = _objectWithoutPropertiesLoose(e, t); if (Object.getOwnPropertySymbols) { var s = Object.getOwnPropertySymbols(e); for (r = 0; r < s.length; r++) o = s[r], t.includes(o) || {}.propertyIsEnumerable.call(e, o) && (i[o] = e[o]); } return i; }\nfunction _objectWithoutPropertiesLoose(r, e) { if (null == r) return {}; var t = {}; for (var n in r) if ({}.hasOwnProperty.call(r, n)) { if (e.includes(n)) continue; t[n] = r[n]; } return t; }\n/* @jsxRuntime classic */\n/* @jsx mdx */\n\nvar _frontmatter = {\n  \"title\": \"Working With Reports\",\n  \"description\": \"working with reports\",\n  \"section\": \"Report Templates\",\n  \"order\": 33\n};\nvar layoutProps = {\n  _frontmatter: _frontmatter\n};\nvar MDXLayout = \"wrapper\";\nreturn function MDXContent(_ref) {\n  var components = _ref.components,\n    props = _objectWithoutProperties(_ref, _excluded);\n  return mdx(MDXLayout, _extends({}, layoutProps, props, {\n    components: components,\n    mdxType: \"MDXLayout\"\n  }), mdx(\"h1\", {\n    \"id\": \"working-with-reports\"\n  }, mdx(\"a\", {\n    parentName: \"h1\",\n    \"href\": \"#working-with-reports\",\n    \"aria-label\": \"working with reports permalink\",\n    \"className\": \"anchor\"\n  }, mdx(\"svg\", {\n    parentName: \"a\",\n    \"aria-hidden\": \"true\",\n    \"focusable\": \"false\",\n    \"height\": \"16\",\n    \"version\": \"1.1\",\n    \"viewBox\": \"0 0 16 16\",\n    \"width\": \"16\"\n  }, mdx(\"path\", {\n    parentName: \"svg\",\n    \"fillRule\": \"evenodd\",\n    \"d\": \"M4 9h1v1H4c-1.5 0-3-1.69-3-3.5S2.55 3 4 3h4c1.45 0 3 1.69 3 3.5 0 1.41-.91 2.72-2 3.25V8.59c.58-.45 1-1.27 1-2.09C10 5.22 8.98 4 8 4H4c-.98 0-2 1.22-2 2.5S3 9 4 9zm9-3h-1v1h1c1 0 2 1.22 2 2.5S13.98 12 13 12H9c-.98 0-2-1.22-2-2.5 0-.83.42-1.64 1-2.09V6.25c-1.09.53-2 1.84-2 3.25C6 11.31 7.55 13 9 13h4c1.45 0 3-1.69 3-3.5S14.5 6 13 6z\"\n  }))), \"Working With Reports\"), mdx(\"br\", null), mdx(\"h2\", {\n    \"id\": \"generating-reports\"\n  }, mdx(\"a\", {\n    parentName: \"h2\",\n    \"href\": \"#generating-reports\",\n    \"aria-label\": \"generating reports permalink\",\n    \"className\": \"anchor\"\n  }, mdx(\"svg\", {\n    parentName: \"a\",\n    \"aria-hidden\": \"true\",\n    \"focusable\": \"false\",\n    \"height\": \"16\",\n    \"version\": \"1.1\",\n    \"viewBox\": \"0 0 16 16\",\n    \"width\": \"16\"\n  }, mdx(\"path\", {\n    parentName: \"svg\",\n    \"fillRule\": \"evenodd\",\n    \"d\": \"M4 9h1v1H4c-1.5 0-3-1.69-3-3.5S2.55 3 4 3h4c1.45 0 3 1.69 3 3.5 0 1.41-.91 2.72-2 3.25V8.59c.58-.45 1-1.27 1-2.09C10 5.22 8.98 4 8 4H4c-.98 0-2 1.22-2 2.5S3 9 4 9zm9-3h-1v1h1c1 0 2 1.22 2 2.5S13.98 12 13 12H9c-.98 0-2-1.22-2-2.5 0-.83.42-1.64 1-2.09V6.25c-1.09.53-2 1.84-2 3.25C6 11.31 7.55 13 9 13h4c1.45 0 3-1.69 3-3.5S14.5 6 13 6z\"\n  }))), \"Generating Reports\"), mdx(\"p\", null, \"Users can generate a report from within a folder. The generated \", mdx(\"abbr\", {\n    parentName: \"p\",\n    \"title\": \"Portable Document Format\"\n  }, \"PDF\"), \" outputs are always saved in the folder where the report is generated.\"), mdx(\"div\", {\n    className: \"info\"\n  }, \"To be able to generate reports, users require the \\\"Folders->View\\\" and \\\"Files->Upload\\\" permission flags and need to be able to navigate to a folder and change its contents. In addition, the \\\"Files->View\\\" permission flag is required to view a generated report, and the \\\"Images->View\\\" permission flag is required to view images that may be linked into a report.\"), mdx(\"details\", null, mdx(\"summary\", null, \" To generate a report from an existing template \"), mdx(\"ol\", null, mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Navigate to any folder in the Repository (click on the \", mdx(\"img\", {\n    parentName: \"p\",\n    \"src\": \"/flow/manual/latest/fed1477a03484982152f045fee98b862/nav-folder.svg\",\n    \"alt\": \"Folder\"\n  }), \" \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Repository\"), \" button from the \", mdx(\"a\", {\n    parentName: \"p\",\n    \"href\": \"/flow/manual/latest/docs/repository/repository-overview/#navigation-menu\"\n  }, \"Navigation Menu\"), \" then navigate to a folder)\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"img\", {\n    parentName: \"p\",\n    \"src\": \"/flow/manual/latest/bf2c65adeea17b7e55da39967e16f738/table-add.svg\",\n    \"alt\": \"Actions\"\n  }), \" button at the top right of the item list\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"In the popup menu, click \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Generate Report\"))), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Type a name in the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Report Name\"), \" field\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Select a template from the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Report Template\"), \" dropdown menu\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"(Optional) Enable the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Sign report\"), \" toggle to insert your signature into the report. To create or update a signature, see \", mdx(\"a\", {\n    parentName: \"p\",\n    \"href\": \"/flow/manual/latest/docs/settings/my-account/\"\n  }, \"My Account\"))), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"(Optional) Click on the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Preview\"), \" button to see how the report will render for this folder\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Generate Report\"), \" button. The report will be saved as a \", mdx(\"abbr\", {\n    parentName: \"p\",\n    \"title\": \"Portable Document Format\"\n  }, \"PDF\"), \" into the current folder\"))), mdx(\"div\", {\n    className: \"info\"\n  }, \"If you don't have this option, it may not be enabled for your team.\")), mdx(\"h2\", {\n    \"id\": \"managing-report-templates\"\n  }, mdx(\"a\", {\n    parentName: \"h2\",\n    \"href\": \"#managing-report-templates\",\n    \"aria-label\": \"managing report templates permalink\",\n    \"className\": \"anchor\"\n  }, mdx(\"svg\", {\n    parentName: \"a\",\n    \"aria-hidden\": \"true\",\n    \"focusable\": \"false\",\n    \"height\": \"16\",\n    \"version\": \"1.1\",\n    \"viewBox\": \"0 0 16 16\",\n    \"width\": \"16\"\n  }, mdx(\"path\", {\n    parentName: \"svg\",\n    \"fillRule\": \"evenodd\",\n    \"d\": \"M4 9h1v1H4c-1.5 0-3-1.69-3-3.5S2.55 3 4 3h4c1.45 0 3 1.69 3 3.5 0 1.41-.91 2.72-2 3.25V8.59c.58-.45 1-1.27 1-2.09C10 5.22 8.98 4 8 4H4c-.98 0-2 1.22-2 2.5S3 9 4 9zm9-3h-1v1h1c1 0 2 1.22 2 2.5S13.98 12 13 12H9c-.98 0-2-1.22-2-2.5 0-.83.42-1.64 1-2.09V6.25c-1.09.53-2 1.84-2 3.25C6 11.31 7.55 13 9 13h4c1.45 0 3-1.69 3-3.5S14.5 6 13 6z\"\n  }))), \"Managing Report Templates\"), mdx(\"p\", null, \"To better understand the features of the templating language, start by reviewing our \", mdx(\"a\", {\n    parentName: \"p\",\n    \"href\": \"/flow/manual/latest/docs/report-templates/jinja2-quick-reference/\"\n  }, \"Jinja2 Quick Reference\"), \" and \", mdx(\"a\", {\n    parentName: \"p\",\n    \"href\": \"/flow/manual/latest/docs/report-templates/placeholder-reference/\"\n  }, \"Placeholder Reference\"), \". 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parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"img\", {\n    parentName: \"p\",\n    \"src\": \"/flow/manual/latest/48d4454b8169bfddf1ca97c4c830eaaa/nav-settings.svg\",\n    \"alt\": \"Settings\"\n  }), \" \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Settings\"), \" button from the \", mdx(\"a\", {\n    parentName: \"p\",\n    \"href\": \"/flow/manual/latest/docs/repository/repository-overview/#navigation-menu\"\n  }, \"Navigation Menu\"))), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Report Templates\"), \" tab\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Select a report template from the table\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Delete\"), \" button 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1-2.09V6.25c-1.09.53-2 1.84-2 3.25C6 11.31 7.55 13 9 13h4c1.45 0 3-1.69 3-3.5S14.5 6 13 6z\"\n  }))), \"Report Template Files\"), mdx(\"p\", null, \"Report template files are static files that are referenced in your report templates (e.g., a logo image). These files can be referenced by name or ID in your template. See \", mdx(\"a\", {\n    parentName: \"p\",\n    \"href\": \"/flow/manual/latest/docs/report-templates/placeholder-reference/#global-functions\"\n  }, \"Placeholder Reference - Global Functions\"), \" for details.\"), mdx(\"details\", null, mdx(\"summary\", null, \" To upload a report template file \"), mdx(\"ol\", null, mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"img\", {\n    parentName: \"p\",\n    \"src\": \"/flow/manual/latest/48d4454b8169bfddf1ca97c4c830eaaa/nav-settings.svg\",\n    \"alt\": \"Settings\"\n  }), \" \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Settings\"), \" button from the \", mdx(\"a\", {\n    parentName: \"p\",\n    \"href\": \"/flow/manual/latest/docs/repository/repository-overview/#navigation-menu\"\n  }, \"Navigation Menu\"))), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Report Templates\"), \" tab\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Upload\"), \" button in the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Report Template Files\"), \" section of the page\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click in the blue box to activate the file selection dialog or simply drag files into the blue box; repeat as required for other files\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Start Upload\"), \" button to start upload\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"X\"), \" button to minimize the File Uploads dialog\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"To check upload status, click on the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Details\"), \" button from the upload progress notification at the top of the screen\")))), mdx(\"details\", null, mdx(\"summary\", null, \" To rename a report template file \"), mdx(\"ol\", null, mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"img\", {\n    parentName: \"p\",\n    \"src\": \"/flow/manual/latest/48d4454b8169bfddf1ca97c4c830eaaa/nav-settings.svg\",\n    \"alt\": \"Settings\"\n  }), \" \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Settings\"), \" button from the \", mdx(\"a\", {\n    parentName: \"p\",\n    \"href\": \"/flow/manual/latest/docs/repository/repository-overview/#navigation-menu\"\n  }, \"Navigation Menu\"))), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Report Templates\"), \" tab\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Select an item from the table in the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Report Template Files\"), \" section of the page\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Rename\"), \" button above the table\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"In the popup dialog, type a new name for the file\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Rename\"), \" button or press the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Enter\"), \" key to save. To discard your changes, click on the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Cancel\"), \" button or press the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Escape\"), \" key\")))), mdx(\"details\", null, mdx(\"summary\", null, \" To delete a report template file \"), mdx(\"ol\", null, mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"img\", {\n    parentName: \"p\",\n    \"src\": \"/flow/manual/latest/48d4454b8169bfddf1ca97c4c830eaaa/nav-settings.svg\",\n    \"alt\": \"Settings\"\n  }), \" \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Settings\"), \" button from the \", mdx(\"a\", {\n    parentName: \"p\",\n    \"href\": \"/flow/manual/latest/docs/repository/repository-overview/#navigation-menu\"\n  }, \"Navigation Menu\"))), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Report Templates\"), \" tab\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Select an item from the table in the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Report Template Files\"), \" section of the page\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Delete\"), \" button above the table\")), mdx(\"li\", {\n    parentName: \"ol\"\n  }, mdx(\"p\", {\n    parentName: \"li\"\n  }, \"Click on the \", mdx(\"strong\", {\n    parentName: \"p\"\n  }, \"Yes\"), \" button to confirm\")))));\n}\n;\nMDXContent.isMDXComponent = true;","tableOfContents":{"items":[{"url":"#working-with-reports","title":"Working With Reports","items":[{"url":"#generating-reports","title":"Generating Reports"},{"url":"#managing-report-templates","title":"Managing Report Templates"},{"url":"#report-template-files","title":"Report Template Files"}]}]}}},"pageContext":{"id":"2f5fd0fb-b7da-5372-b012-57bd95783a78"}},"staticQueryHashes":["1086510573","1106176283","1122327541","2140385554","2719290676","3597609067","4027383558"]}